Account Support Representative

Russell Tobin; South Jordan (UT); Híbrido; USD 28.000 - 30.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare coverage

401(k) retirement savings

Life & disability insurance

Employee assistance program

Legal support

Vendor discounts

Descripción de la vacante

Russell Tobin seeks an Account Support Representative in South Jordan, UT to handle brokerage account inquiries, assist with Cash Management products, and guide customers through online access and mobile app usage.

The role starts with 4–5 weeks of remote training, then transitions to a hybrid schedule (3 days in-office, 2 days remote) after six months, within a financial services setting.

Formación

• Bachelor’s degree OR 3+ years of call center/contact center experience.
• Strong communication and customer service skills.
• Ability to multitask while maintaining accuracy and attention to detail.
• Comfortable working in a dynamic, team-oriented financial services environment.
• Ability to learn new systems, processes, and financial products quickly.

Responsabilidades

• Respond to incoming calls regarding brokerage accounts with accuracy and professionalism.
• Assist clients with Brokerage Cash Management products and services.
• Support customers with online account access, website navigation, and mobile app usage.
• Handle general account inquiries, financial questions, and service-related requests.
• Maintain high service standards and achieve performance goals in a fast-paced environment.
• Collaborate with team members and adapt quickly to process or system changes.

Conocimientos

Communication skills

Customer service

Multitasking

Educación

Bachelor’s degree

Descripción del empleo

Our client, a leading financial services firm, is looking to hire an Account Support Representative in South Jordan, UT

Pay Rate

$20.50 to 22.00/hr

Job Type

6–12-month contract with possibility of extension or conversion

Work Schedule

• 4–5 weeks of fully remote training
• After 6 months, transition to a hybrid schedule of 3 days in-office and 2 days remote

Responsibilities

• Respond to incoming calls regarding brokerage accounts with accuracy and professionalism.
• Assist clients with Brokerage Cash Management products and services.
• Support customers with online account access, website navigation, and mobile app usage.
• Handle general account inquiries, financial questions, and service-related requests.
• Maintain high service standards and achieve performance goals in a fast-paced environment.
• Collaborate with team members and adapt quickly to process or system changes.

Requirements

• Bachelor’s degree OR 3+ years of call center/contact center experience.
• Strong communication and customer service skills.
• Ability to multitask while maintaining accuracy and attention to detail.
• Comfortable working in a dynamic, team-oriented financial services environment.
• Ability to learn new systems, processes, and financial products quickly.

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates

Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.